Marc Austin, CFP®, CPA
Senior Vice President
As a Financial Advisor, Marc specializes in planning for retirement, trusts & estates, and taxes in order to help his clients meet their goals and objectives.
He brings almost three decades of experience as a CERTIFIED FINANCIAL PLANNER® and 35 years as a Certified Public Accountant to his role as an advisor. Previously, he worked in the tax department at CIGNA Healthcare before transitioning to an advisory role at Sagemark Consulting.
Marc is a member of the Connecticut Society of CPAs.
He brings almost three decades of experience as a CERTIFIED FINANCIAL PLANNER® and 35 years as a Certified Public Accountant to his role as an advisor. Previously, he worked in the tax department at CIGNA Healthcare before transitioning to an advisory role at Sagemark Consulting.
Marc is a member of the Connecticut Society of CPAs.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
